-15.3%return · 30D
$1,000 follows their calls into $847
VT $977
Sep 22Oct 19
- Win rate
- 40%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #141
- 6 ranked closes
- Longest streak 6
Basket now
6 positions · Oct 19- IREN4%
McFly@ilzmcflyLook's like Semi Analysis is putting out false reports again... Most of these datacenter's are not a 2027 story. Which is why Jensen said “Land, Power & Shell will be a challenging part next year” I would just cut all these estimates in half. Brad Gerstner's @altcap 25 GW
Frans Bakker@FransBakker9812Well ok then, I'll bite. @SemiAnalysis_ is once again full of crap. "And here’s the truth for you: onepicture, >24GW of datacenters in advanced stage of construction, all to be delivered in 2027." No your "platform" does not have accurate tracking, nor does it have a right
Oct 19Exit IREN
